+250.4%
ROIV vs RRC
+156.2%
+94.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.6% |
| 7D | +0.6% | +1.3% | -0.7% | +0.5% |
| 30D | +1.0% | +10.1% | -9.2% | +0.2% |
| 3M | +18.3% | +4.0% | +14.3% | +17.8% |
| 6M | +18.3% | +1.6% | +16.7% | +17.9% |
| YTD | +61.0% | +19.7% | +41.3% | +57.7% |
| 1Y | +177.9% | +21.4% | +156.5% | +171.3% |
| 3Y | +199.1% | +29.7% | +169.4% | +188.4% |
| All | +250.4% | +156.2% | +94.1% | +309.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RRC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling